See how we've helped high-growth companies get audit-ready, capture tax credits, and build scalable finance operations.
After raising their Series A, this B2B SaaS company needed to upgrade from basic bookkeeping. Their books were on cash basis, revenue recognition was inconsistent, and they had no idea if they qualified for R&D credits. Their board wanted GAAP financials and better visibility into metrics.
We converted their books to accrual basis, implemented proper ASC 606 revenue recognition for their subscription and professional services revenue, built monthly board packages with SaaS metrics, and completed an R&D tax credit study for the past three years.
"We finally have financials we can trust. The board is happy, our investors are happy, and we actually understand our unit economics now."
This early-stage biotech had SBIR grants, VC funding, and complex R&D spending. Their founder was spending 10+ hours per month on accounting instead of science. They needed audit-ready books for their Series A and proper grant compliance tracking.
We set up proper R&D expense categorization for credit tracking, implemented grant accounting with allowable cost tracking, built burn rate and runway reporting for investors, and prepared them for their first audit ahead of Series A.
"I can finally focus on the science instead of spreadsheets. When we went out for our Series A, due diligence was a breeze."
This DTC brand was selling across Shopify, Amazon, and wholesale channels. Their bookkeeper couldn't reconcile the different platforms, inventory costing was a mess, and they had sales tax nexus in 15 states with no compliance process.
We implemented proper multi-channel revenue reconciliation, set up inventory costing with landed costs, established sales tax compliance across all nexus states with Avalara, and built profitability reporting by channel and product.
"We finally know which products and channels are actually profitable. And we're not worried about sales tax audits anymore."
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